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Regent Peak Wealth Advisors’s Pentair PNR Stock Holding History

Regent Peak Wealth Advisors’s Portfolio PNR Stock Details PNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-50
Closed -$3K – 760
2020
Q4 		$3K Buy
+50
New +$2.56K ﹤0.01% 762

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Regent Peak Wealth Advisors's PNR Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Pentair (PNR) in Q1 2021, closing a stake of 50 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in PNR in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 518 funds tracked by Wall St. Rank hold PNR as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Pentair position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 50 Pentair shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Pentair in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Pentair position peaked at $3K in Q4 2020.
  • 518 funds tracked by Wall St. Rank held Pentair as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.